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PalanorPalanor

Congressional stock trades · Member

Thomas R. Carper

Former senator · DE · Democrat

924 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 9 annual reports are below.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2025-01-022024-12-1320SpouseAtlantica Yield PlcSale (full)$1,001 - $15,000eFD →
2024-09-032024-08-0133SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-09-032024-08-0133SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-09-032024-08-0133SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-09-032024-08-0133SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-08-022024-07-1815SpouseUBS CONTINGENT AUTOCALL MET Rate/Coupon: 10.5% Matures: 01/16/2026Sale (full)$15,001 - $50,000eFD →
2024-07-012024-06-1714SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-07-012024-06-1318SpouseUS TREASURY BILLSale (full)$100,001 - $250,000eFD →
2024-07-012024-06-1318SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-07-012024-06-1318SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-07-012024-06-1318SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-07-012024-06-1219SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-07-012024-06-1219SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-07-012024-06-1219SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-06-032024-05-2212SpouseTGTTarget CorpPurchase$1,001 - $15,000eFD →
2024-06-032024-05-1618SpousePacer Developed Markets International CashPurchase$1,001 - $15,000eFD →
2024-06-032024-05-1618SpouseVanguard FTSE Developed Markets ETFPurchase$1,001 - $15,000eFD →
2024-06-032024-05-1618SpouseProshares MSCI EAFE Dividend Growers ETFSale (full)$1,001 - $15,000eFD →
2024-06-032024-05-1618SpouseProshares MSCI EAFE Dividend Growers ETFSale (full)$1,001 - $15,000eFD →
2024-06-032024-05-1618SpouseVanguard Div Appreciation ETFPurchase$1,001 - $15,000eFD →
2024-06-032024-05-1618SpouseVanguard FTSE Developed Markets ETFPurchase$1,001 - $15,000eFD →
2024-06-032024-05-1618SpouseFidelity Dividend ETF For Rising RatesSale (partial)$1,001 - $15,000eFD →
2024-06-032024-05-1618SpousePacer US Cash Cows 100 IndexPurchase$1,001 - $15,000eFD →
2024-06-032024-05-1618SpouseInvesco FTSE RAFI US 1000 ETFSale (full)$1,001 - $15,000eFD →
2024-06-032024-05-1519SpousePacer US Small Cap Cash Cows 100 ETFPurchase$1,001 - $15,000eFD →
2024-06-032024-05-1519SpouseProShares Russell 2000 Dividend Growers ETFSale (full)$1,001 - $15,000eFD →
2024-06-032024-05-1420SpousePacer Benchmark Data & Infrastructure Real EstatePurchase$1,001 - $15,000eFD →
2024-06-032024-05-1420SpouseVanEck Agribusiness ETFSale (full)$1,001 - $15,000eFD →
2024-06-032024-05-0925SpouseEMREmerson Electric CompanyPurchase$1,001 - $15,000eFD →
2024-06-032024-05-0925SpouseTTETotalEnergies SESale (full)$1,001 - $15,000eFD →
2024-06-032024-05-0925SpouseOXYOccidental Petroleum CorpPurchase$1,001 - $15,000eFD →
2024-06-032024-05-0925SpouseATKRAtkore IncSale (full)$1,001 - $15,000eFD →
2024-06-032024-05-0925SpouseSBUXStarbucks CorpSale (full)$1,001 - $15,000eFD →
2024-06-032024-05-0232SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-06-032024-05-0232SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-06-032024-05-0232SpouseUS TREASURY BILLPurchase$100,001 - $250,000eFD →
2024-06-032024-05-0232SpouseUS TREASURY BILLSale (full)$100,001 - $250,000eFD →
2024-06-032024-05-0232SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-06-032024-05-0133SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-06-032024-05-0133SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-06-032024-05-0133SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-04-302024-04-1119SpouseVLOValero Energy CorpSale (partial)$1,001 - $15,000eFD →
2024-04-302024-04-1119SpouseENBEnbridge IncPurchase$1,001 - $15,000eFD →
2024-04-302024-04-0129SpouseJPM CONTINGENT AUTOCALL C Rate/Coupon: 10% Matures: 04/01/2024Sale (full)$15,001 - $50,000eFD →
2024-03-292024-03-281SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-03-292024-03-281SpouseMOSMosaic CompanySale (full)$1,001 - $15,000eFD →
2024-03-292024-03-281SpouseNTRNutrien LtdPurchase$1,001 - $15,000eFD →
2024-03-292024-03-281SpouseUS TREASURY BILLPurchase$1,001 - $15,000eFD →
2024-03-292024-03-281SpouseUS TREASURY BILLPurchase$1,001 - $15,000eFD →
2024-03-292024-03-281SpouseDDominion Energy IncPurchase$1,001 - $15,000eFD →
2024-03-292024-03-263SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-03-292024-03-263SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-03-292024-03-263SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-03-292024-03-263SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-03-292024-03-254SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-03-292024-03-254SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-03-292024-03-218SpouseINODInnodata IncSale (full)$1,001 - $15,000eFD →
2024-03-292024-03-218SpouseSOFISofi Technologies IncSale (full)$1,001 - $15,000eFD →
2024-03-292024-03-218SpouseArcadium Lithium PlcPurchase$1,001 - $15,000eFD →
2024-03-292024-03-1910SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-03-292024-03-1910SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-03-292024-03-1910SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-03-292024-03-1811SpouseRYDER SYSTEM INC Rate/Coupon: 3.65% Matures: 03/18/2024Sale (full)$1,001 - $15,000eFD →
2024-03-292024-03-1811SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-03-292024-03-1514SpouseTAMPA ELECTRIC CO Rate/Coupon: 4.9% Matures: 03/01/2029Purchase$1,001 - $15,000eFD →
2024-03-292024-03-1316SpouseCEFSprott Physical Gold & Silver TrustSale (partial)$1,001 - $15,000eFD →
2024-03-292024-03-1316SpouseCEFSprott Physical Gold & Silver TrustSale (partial)$1,001 - $15,000eFD →
2024-03-292024-03-1316SpouseCEFSprott Physical Gold & Silver TrustSale (partial)$1,001 - $15,000eFD →
2024-03-292024-03-1316SpouseSociedad Quimica Y Minera S.A. ADRPurchase$1,001 - $15,000eFD →
2024-03-292024-03-1316SpouseGLDSPDR Gold TrustSale (partial)$1,001 - $15,000eFD →
2024-03-292024-03-1118SpouseEquitrans Midstream CorpSale (full)$1,001 - $15,000eFD →
2024-03-292024-03-0722SpouseNVDANvidia CorpPurchase$1,001 - $15,000eFD →
2024-03-292024-03-0722SpouseAAPLApple IncSale (partial)$1,001 - $15,000eFD →
2024-03-292024-03-0524MemberGlobal Clean Energy Ishares ETFPurchase$50,001 - $100,000eFD →
2024-03-042024-02-2211SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-03-042024-02-1617SpouseEQNREquinor ASASale (full)$1,001 - $15,000eFD →
2024-03-042024-02-1617SpouseTGTTarget CorpPurchase$1,001 - $15,000eFD →
2024-03-042024-02-0825SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-03-042024-02-0825SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-03-042024-02-0825SpouseUS TREASURY BILLSale (full)$100,001 - $250,000eFD →
2024-03-042024-02-0825SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2024-03-042024-02-0726SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-02-022024-01-1815SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-02-022024-01-1815SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-02-022024-01-1815SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-02-022024-01-1716SpouseABTAbbott LaboratoriesSale (partial)$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseTTETotalEnergies SESale (partial)$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseEquitrans Midstream CorpPurchase$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseGoldman Sachs Access Treasury 0-1 Year ETFPurchase$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-02-022024-01-1716SpouseSBUXStarbucks CorpPurchase$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseAESThe Aes CorpPurchase$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseCMECME Group IncPurchase$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseMETMetlife IncSale (partial)$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseGoldman Sachs Access Treasury 0-1 Year ETFPurchase$1,001 - $15,000eFD →
2024-02-022024-01-1716SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-02-022024-01-1716SpouseVLOValero Energy CorpPurchase$1,001 - $15,000eFD →
2024-02-022024-01-1617SpouseBROADCOMCORP Rate/Coupon: 3.625% Matures: 01/15/2024Sale (full)$1,001 - $15,000eFD →
2024-02-022024-01-0231SpouseSSentinelone Inc Cl ASale (full)$1,001 - $15,000eFD →
2024-02-022024-01-0231SpouseDELLDell Technologies IncPurchase$1,001 - $15,000eFD →
2024-01-032023-12-268SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-01-032023-12-268SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-01-032023-12-2113SpouseTRSWF - TransAlta Renewables Inc (Exchanged) Transalta Corp (Received)Exchange$1,001 - $15,000eFD →
2024-01-032023-12-1915SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-01-032023-12-1915SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-01-032023-12-1915SpouseUS TREASURY BILLPurchase$100,001 - $250,000eFD →
2024-01-032023-12-1915SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2024-01-032023-12-1915SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2024-01-032023-12-1816SpouseClearbridge Small Cap Growth Fd Cl IPurchase$15,001 - $50,000eFD →
2024-01-032023-12-1816SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2024-01-032023-12-1816SpouseColumbia EM Core Ex-China ETFPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1816SpouseColumbia EM Core Ex-China ETFPurchase$15,001 - $50,000eFD →
2024-01-032023-12-1816SpouseFidelity Dividend ETF For Rising RatesPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1816SpouseProShares Russell 2000 Dividend Growers ETFPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1420SpouseRanger Equity Bear Bear ETFSale (full)$1,001 - $15,000eFD →
2024-01-032023-12-1420SpouseRanger Equity Bear Bear ETFSale (full)$15,001 - $50,000eFD →
2024-01-032023-12-1420SpouseRanger Equity Bear Bear ETFSale (full)$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseAGXArgan IncSale (full)$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseFMCFMC CorpPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseIRMIron Mountain IncSale (partial)$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseTSMTaiwan Semiconductor Manufacturing Company Ltd.Sale (partial)$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseMOSMosaic CompanySale (partial)$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseGLPIGaming and Leisure Properties, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseSBUXStarbucks CorpPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseFNFFidelity National FinancialSale (full)$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseVLOValero Energy CorpPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseFLNGFlex Lng LtdPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseKMBKimberly-Clark CorpPurchase$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseGlobal X Uranium ETFSale (partial)$1,001 - $15,000eFD →
2024-01-032023-12-1123SpouseDGXQuest Diagnostics IncSale (partial)$1,001 - $15,000eFD →
2023-11-022023-10-2013SpouseProShares Short QQQSale (full)$1,001 - $15,000eFD →
2023-11-022023-10-2013SpouseRanger Equity Bear Bear ETFPurchase$1,001 - $15,000eFD →
2023-11-022023-10-2013SpouseRanger Equity Bear Bear ETFPurchase$1,001 - $15,000eFD →
2023-11-022023-10-2013SpouseRanger Equity Bear Bear ETFPurchase$1,001 - $15,000eFD →
2023-11-022023-10-2013SpouseProShares Short QQQSale (full)$1,001 - $15,000eFD →
2023-11-022023-10-2013SpouseProShares Short QQQSale (full)$1,001 - $15,000eFD →
2023-11-022023-10-1914SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-11-022023-10-1914SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-11-022023-10-1914SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2023-11-022023-10-1914SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2023-11-022023-10-1914SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-11-022023-10-1815SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-11-022023-10-1815SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-11-022023-10-1815SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2023-11-022023-10-0429SpouseGPCRStructure Therapeutics IncSale (full)$1,001 - $15,000eFD →
2023-11-022023-10-0429SpouseRevance Therapeutics, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2023-10-022023-09-266SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-10-022023-09-266SpouseUS TREASURY BILLSale (full)$1,001 - $15,000eFD →
2023-10-022023-09-257SpouseUS TREASURY BILLPurchase$1,001 - $15,000eFD →
2023-10-022023-09-257SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-10-022023-09-2111SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-10-022023-09-2111SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2023-10-022023-09-2111SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-10-022023-09-2111SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-10-022023-09-2111SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-10-022023-09-2012SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2023-10-022023-09-2012SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-10-022023-09-2012SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-09-052023-08-297SpouseINODInnodata IncPurchase$1,001 - $15,000eFD →
2023-09-052023-08-297SpouseRMDResmed IncPurchase$1,001 - $15,000eFD →
2023-09-052023-08-297SpouseNEENextera EnergyPurchase$1,001 - $15,000eFD →
2023-09-052023-08-297SpouseAQNAlgonquin Power and Utilities CorpSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-297SpouseSWKSSkyworks SolutionsSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-297SpouseCRWDCrowdstrike Holdings IncSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-2511SpouseNTLAIntellia Therapeutics, Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-2313SpouseProShares Short QQQPurchase$1,001 - $15,000eFD →
2023-09-052023-08-2313SpouseProShares Short QQQPurchase$1,001 - $15,000eFD →
2023-09-052023-08-2313SpouseProShares Short QQQPurchase$1,001 - $15,000eFD →
2023-09-052023-08-2214SpouseMPTMedical Properties TrustSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-2214SpouseROKRockwell Automation IncPurchase$1,001 - $15,000eFD →
2023-09-052023-08-1818SpouseProShares Short QQQSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-1818SpouseProShares Short QQQSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-1620SpouseJohn Hancock Multifactor Emerging Markets ETFSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-1620SpouseJohn Hancock Multifactor Emerging Markets ETFSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-1620SpouseColumbia EM Core Ex-China ETFPurchase$1,001 - $15,000eFD →
2023-09-052023-08-1521SpouseBAHBooz Allen Hamilton Holding CorpSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-1026SpouseSOFISofi Technologies IncPurchase$1,001 - $15,000eFD →
2023-09-052023-08-1026SpouseRMBSRambus IncSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-0432SpouseFTNTFortinet IncSale (full)$1,001 - $15,000eFD →
2023-09-052023-08-0234SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-08-022023-07-285SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-08-022023-07-285SpouseUS TREASURY BILLPurchase$50,001 - $100,000eFD →
2023-08-022023-07-285SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-08-022023-07-276SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-08-022023-07-276SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-08-022023-07-1320SpouseRanger Equity Bear Bear ETFSale (full)$15,001 - $50,000eFD →
2023-08-022023-07-1320SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-08-022023-07-1320SpouseRanger Equity Bear Bear ETFSale (full)$1,001 - $15,000eFD →
2023-08-022023-07-1320SpouseProShares Short QQQPurchase$1,001 - $15,000eFD →
2023-08-022023-07-1320SpouseUS TREASURY BILLSale (full)$50,001 - $100,000eFD →
2023-08-022023-07-1320SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →
2023-08-022023-07-1320SpouseProShares Short QQQPurchase$1,001 - $15,000eFD →
2023-08-022023-07-1023SpouseFNFFidelity National FinancialPurchase$1,001 - $15,000eFD →
2023-08-022023-07-1023SpouseVZVerizon Communications IncPurchase$1,001 - $15,000eFD →
2023-08-022023-07-0627SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-08-022023-07-0627SpouseUS TREASURY BILLPurchase$15,001 - $50,000eFD →
2023-06-302023-06-2010SpouseTTTrane Technologies plcPurchase$1,001 - $15,000eFD →
2023-06-302023-06-2010SpouseUS TREASURY BILLSale (full)$1,001 - $15,000eFD →
2023-06-302023-06-2010SpouseETNEaton Corporation, PLC Ordinary SharesSale (full)$1,001 - $15,000eFD →
2023-06-302023-06-2010SpouseUS TREASURY BILLSale (full)$15,001 - $50,000eFD →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2025 report.

203 assets with a value on the report filed 2025-01-16, 116 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
Morgan Stanley Bank NAOtherMember$1,001 - $15,000
DUKDuke Energy Corporation (NYSE)StockMember$15,001 - $50,000
LNCLincoln National Corporation (NYSE)StockMember$50,001 - $100,000
ENB-Enbridge Inc.StockMember$15,001 - $50,000
SPDR S&P 500 ETF TrustFundMember$50,001 - $100,000
MDY-SPDR S&P MidCap 400FundMember$50,001 - $100,000
Invesco Greater China Fund Cl AFundMember$15,001 - $50,000
DOWDow Inc.StockMember$15,001 - $50,000
CTVACorteva, Inc.StockMember$15,001 - $50,000
DDDuPont de Nemours, Inc.StockMember$15,001 - $50,000
CC-The Chemours CompanyStockMember$1,001 - $15,000
Citizens BankOtherJoint$100,001 - $250,000
M & T BankOtherJoint$15,001 - $50,000
Rental PropertyOtherJoint$500,001 - $1,000,000
Rental PropertyOtherJoint$1,000,001 - $5,000,000
Unimproved LandOtherJoint$500,001 - $1,000,000
Capital OneOtherSpouse$15,001 - $50,000
Morgan Stanley Bank N.A.OtherSpouse$15,001 - $50,000
LGILazard Global Total Return and Income Fund, Inc.StockSpouse$1,001 - $15,000
First Trust NASDAQ Cybersecurity ETFFundSpouse$1,001 - $15,000
VictoryShares US 500 Volatility Wtd ETFFundSpouse$1,001 - $15,000
Goldman Sachs Access Treasury 0-1 Year ETFFundSpouse$15,001 - $50,000
CEFSprott Physical Gold and Silver TrustStockSpouse$1,001 - $15,000
Pacer Benchmark Data & Infrastructure Real EstateFundSpouse$1,001 - $15,000
Abbey Capital Futures Strategy Fund- Class I ShaFundSpouse$1,001 - $15,000
Fidelity Dividend ETF For Rising RatesFundSpouse$1,001 - $15,000
GS Activebeta U.S. Small Cap Equity ETFFundSpouse$1,001 - $15,000
Invesco S&P 500 GARP ETFFundSpouse$1,001 - $15,000
Invesco S&P Emerging Markets Low Volatility ETFFundSpouse$1,001 - $15,000
iShares U.S. Aerospace & Defense ETFFundSpouse$1,001 - $15,000
John Hancock Multifactor Mid Cap ETFFundSpouse$1,001 - $15,000
SPDR S&P Global Natural Resources ETFFundSpouse$1,001 - $15,000
Catalyst/Millburn Hedge Strategy Fund Class IFundSpouse$1,001 - $15,000
Goldman Sachs Gqg Partners International OpportuFundSpouse$1,001 - $15,000
Columbia EM Core Ex-China ETFFundSpouse$1,001 - $15,000
Nasdaq 100 Technology Index FundFundSpouse$1,001 - $15,000
Global X Uranium ETFFundSpouse$1,001 - $15,000
iShares Core S&P 500FundSpouse$1,001 - $15,000
iShares Core S&P Small-CapFundSpouse$1,001 - $15,000
iShares Russell 1000 Value ETFFundSpouse$1,001 - $15,000
ProShares Investment Grade-Interest Rate HedgedFundSpouse$1,001 - $15,000
Vanguard Health Care ETFFundSpouse$1,001 - $15,000
Vanguard FTSE Developed Markets ETFFundSpouse$1,001 - $15,000
Vanguard Div Appreciation ETFFundSpouse$1,001 - $15,000
Pacer Developed Markets International Cash Cows 10FundSpouse$1,001 - $15,000
Pacer US Cash Cows 100 ETFFundSpouse$1,001 - $15,000
Pacer US Small Cap Cash Cows 100 ETFFundSpouse$1,001 - $15,000
Morgan Stanley Private Bank NAOtherSpouseNone (or less than $1,001)
AAPL-Apple Inc. (NASDAQ)StockSpouse$500,001 - $1,000,000
CVXChevron Corporation (NYSE)StockSpouse$1,001 - $15,000
MS CPI and SPX Floating Rate Principal Protection NoteBondSpouse$15,001 - $50,000
ALLAllstate CorpStockSpouse$15,001 - $50,000
BACBank of AmericaStockSpouse$1,001 - $15,000
GE Aerospace Common StockStockSpouse$1,001 - $15,000
GOOGAlphabet Inc.StockSpouse$100,001 - $250,000
VZVerizon CommunicationsStockSpouse$1,001 - $15,000
iShares MSCI Emerging MarketsFundSpouse$1,001 - $15,000
HQLAbrdn Life Sciences Investors FundStockSpouse$1,001 - $15,000
ACAP Strategic FundFundSpouse$50,001 - $100,000
SNOWSnowflake Inc. Class A Common StockStockSpouse$1,001 - $15,000
TSLATesla, Inc. - Common StockStockSpouse$1,001 - $15,000
VFCV.F. Corporation Common StockStockSpouse$1,001 - $15,000
WWWW International, Inc. - Common StockStockSpouseNone (or less than $1,001)
NVDANVIDIA Corporation - Common StockStockSpouse$1,001 - $15,000
GEHCGE Healthcare Technologies IncStockSpouseNone (or less than $1,001)
GEVGE Vernova Inc. Common StockStockSpouse$1,001 - $15,000
Morgan Stanley Bank NAOtherSpouse$50,001 - $100,000
ABBVAbbVie Inc.StockSpouse$15,001 - $50,000
HONHoneywell International Inc.StockSpouse$15,001 - $50,000
JNJJohnson & JohnsonStockSpouse$1,001 - $15,000
JPMJPMorgan Chase & Co.StockSpouse$15,001 - $50,000
NKENIKE, Inc.StockSpouse$15,001 - $50,000
SHELRoyal Dutch Shell PLC American Depositary Shares (StockSpouse$1,001 - $15,000
VZVerizon Communications Inc.StockSpouse$1,001 - $15,000
Goldman Sachs Group Inc Floating Rt AStockSpouse$1,001 - $15,000
FT Energy Income Partners Enhanced ETFStockSpouse$15,001 - $50,000
NMLNeuberger Berman MLP Income Fund Inc.StockSpouse$1,001 - $15,000
Invesco NASDAQ Internet ETFFundSpouse$15,001 - $50,000
SPY-SPDR S&P 500 ETFFundSpouse$100,001 - $250,000
Vanguard Health Care ETFFundSpouse$15,001 - $50,000
CEFSprott Physical Gold and Silver TrustStockSpouse$1,001 - $15,000
AMZNAmazon.com, Inc.StockSpouse$15,001 - $50,000
LDPCohen & Steers Limited Duration Preferred and IncoStockSpouse$1,001 - $15,000
Goldman Sachs Access Treasury 0-1 Year ETFFundSpouse$1,001 - $15,000
AAgilent Technologies, Inc. Common StockStockSpouseNone (or less than $1,001)
ACGLArch Capital Group Ltd. - Common StockStockSpouse$1,001 - $15,000
INTAIntapp, Inc. - Common StockStockSpouse$1,001 - $15,000
MGMMGM Resorts International Common StockStockSpouse$1,001 - $15,000
NEENextEra Energy, Inc. Common StockStockSpouse$1,001 - $15,000
PAASPan American Silver Corp. Common StockStockSpouse$1,001 - $15,000
RMDResMed Inc. Common StockStockSpouse$1,001 - $15,000
SFMSprouts Farmers Market, Inc. - Common StockStockSpouse$1,001 - $15,000
SNPSSynopsys, Inc. - Common StockStockSpouse$1,001 - $15,000
VanEck Vectors Gold Miners ETFFundSpouse$1,001 - $15,000
Arcadium Lithium PlcStockSpouse$1,001 - $15,000
DELLDell Technologies IncStockSpouse$1,001 - $15,000
Morgan Stanley Bank N.A.OtherSpouse$50,001 - $100,000
ABTAbbott LaboratoriesStockSpouse$1,001 - $15,000
AREAlexandria Real Estate Equities, Inc.StockSpouse$1,001 - $15,000
AAPLApple Inc.StockSpouse$1,001 - $15,000
BMYBristol-Myers Squibb CompanyStockSpouse$1,001 - $15,000
CSCOCisco Systems, Inc.StockSpouse$1,001 - $15,000
GLWCorning IncorporatedStockSpouse$1,001 - $15,000
DEODiageo plcStockSpouse$1,001 - $15,000
HASIHannon Armstrong Sustainable Infrastructure CapitaStockSpouse$1,001 - $15,000
LHXL3Harris Technologies, Inc.StockSpouse$1,001 - $15,000
HONHoneywell International Inc.StockSpouse$1,001 - $15,000
IRMIron Mountain IncorporatedStockSpouse$1,001 - $15,000
JNJJohnson & JohnsonStockSpouse$1,001 - $15,000
METMetLife, Inc.StockSpouse$1,001 - $15,000
MSFTMicrosoft CorporationStockSpouse$1,001 - $15,000
NVDANVIDIA CorporationStockSpouse$15,001 - $50,000
PGThe Procter & Gamble CompanyStockSpouse$1,001 - $15,000
QCOMQUALCOMM IncorporatedStockSpouse$1,001 - $15,000
TMOThermo Fisher Scientific Inc.StockSpouse$1,001 - $15,000
VVisa Inc.StockSpouse$1,001 - $15,000
ARCCAres Capital CorporationStockSpouse$1,001 - $15,000
CEFSprott Physical Gold and Silver TrustStockSpouse$1,001 - $15,000
GLADGladstone Capital CorporationStockSpouse$15,001 - $50,000
iShares Russell 1000 Value ETFFundSpouse$1,001 - $15,000
iShares Russell 2000 Value ETFFundSpouse$1,001 - $15,000
Pacer Trendpilot US Mid Cap ETFFundSpouse$1,001 - $15,000
PTLC-Pacer Trendpilot US Large Cap ETFFundSpouse$15,001 - $50,000
GLDSPDR Gold SharesFundSpouse$1,001 - $15,000
ABBVAbbVie Inc.StockSpouse$1,001 - $15,000
CVSCVS Health CorporationStockSpouse$1,001 - $15,000
RTXRaytheon Technologies Corporation Common StockStockSpouse$1,001 - $15,000
Pacer Trendpilot 100 ETFFundSpouse$15,001 - $50,000
Goldman Sachs Access Treasury 0-1 Year ETFFundSpouse$50,001 - $100,000
DGXQuest Diagnostics IncorporatedStockSpouse$1,001 - $15,000
SWKSSkyworks Solutions, Inc.StockSpouse$1,001 - $15,000
TSMTaiwan Semiconductor Manufacturing Company LimitedStockSpouse$1,001 - $15,000
APOApollo Global Management, Inc.StockSpouse$1,001 - $15,000
NVONovo Nordisk A/SStockSpouse$1,001 - $15,000
PEPPepsiCo, Inc.StockSpouse$1,001 - $15,000
PFEPfizer Inc.StockSpouse$1,001 - $15,000
CWENClearway Energy, Inc. Class C Common StockStockSpouse$1,001 - $15,000
GLPIGaming and Leisure Properties, Inc. - Common StockStockSpouse$1,001 - $15,000
AMTAmerican Tower Corporation (REIT) Common StockStockSpouse$1,001 - $15,000
iShares U.S. Aerospace & Defense ETFFundSpouse$15,001 - $50,000
ProShares Investment Grade-Interest Rate HedgedFundSpouse$15,001 - $50,000
Abbey Capital Futures Strategy Fund- Class I ShaFundSpouse$15,001 - $50,000
Catalyst/Millburn Hedge Strategy Fund Class IFundSpouse$1,001 - $15,000
Clearbridge Small Cap Growth Fd Cl IFundSpouse$15,001 - $50,000
BHPBHP Group Limited American Depositary Shares (EachStockSpouse$1,001 - $15,000
BSMBlack Stone Minerals LPStockSpouse$1,001 - $15,000
CMECME Group Inc. - Class A Common StockStockSpouse$1,001 - $15,000
DHRDanaher Corporation Common StockStockSpouse$1,001 - $15,000
DLRDigital Realty Trust, Inc. Common StockStockSpouse$1,001 - $15,000
FPIFarmland Partners Inc. Common StockStockSpouse$1,001 - $15,000
FLNGFLEX LNG Ltd. Ordinary SharesStockSpouse$1,001 - $15,000
FMCFMC Corporation Common StockStockSpouse$1,001 - $15,000
KMBKimberly-Clark Corporation Common StockStockSpouse$1,001 - $15,000
NVSNovartis Ag ADRStockSpouse$1,001 - $15,000
ROKRockwell Automation, Inc. Common StockStockSpouse$1,001 - $15,000
Sandstorm Gold Ltd. Ordinary Shares (Canada)StockSpouse$1,001 - $15,000
Sociedad Quimica y Minera S.A. Common StockStockSpouse$1,001 - $15,000
TTTrane Technologies PlcStockSpouse$1,001 - $15,000
VLOValero Energy Corporation Common StockStockSpouse$1,001 - $15,000
VZVerizon Communications Inc. Common StockStockSpouse$1,001 - $15,000
WMWaste Management, Inc. Common StockStockSpouse$1,001 - $15,000
Columbia EM Core Ex-China ETFFundSpouse$15,001 - $50,000
Global X Uranium ETFFundSpouse$1,001 - $15,000
S&P Global Natural Resources SPDRFundSpouse$1,001 - $15,000
Tampa Electric Co cusip 875127bm3BondSpouse$1,001 - $15,000
Vanguard FTSE Developed Markets ETFFundSpouse$1,001 - $15,000
TGTTarget CorpStockSpouse$1,001 - $15,000
OXYOccidental Petroleum CorpStockSpouse$1,001 - $15,000
NTRNutrien LtdStockSpouse$1,001 - $15,000
ENBEnbridge IncStockSpouse$1,001 - $15,000
EMREmerson Electric CompanyStockSpouse$1,001 - $15,000
DDominion Energy IncStockSpouse$1,001 - $15,000
AESThe Aes CorpStockSpouse$1,001 - $15,000
Morgan Stanley Private Bank NAOtherSpouse$100,001 - $250,000
BAThe Boeing CompanyStockSpouse$1,001 - $15,000
CCThe Chemours CompanyStockSpouse$15,001 - $50,000
CSCOCisco Systems, Inc.StockSpouse$15,001 - $50,000
DOWDow Inc.StockSpouse$50,001 - $100,000
JNJJohnson & JohnsonStockSpouse$15,001 - $50,000
LNCLincoln National CorporationStockSpouse$15,001 - $50,000
METMetLife, Inc.StockSpouse$50,001 - $100,000
PFEPfizer Inc.StockSpouse$1,001 - $15,000
PGThe Procter & Gamble CompanyStockSpouse$15,001 - $50,000
TACTransalta CorpStockSpouse$1,001 - $15,000
DISThe Walt Disney CompanyStockSpouse$1,001 - $15,000
WELLWelltower IncStockSpouse$15,001 - $50,000
First Trust Dow Jones Internet ETFFundSpouse$15,001 - $50,000
CTVACorteva, Inc.StockSpouse$50,001 - $100,000
DDDuPont de Nemours, Inc.StockSpouse$50,001 - $100,000
BMYBristol-Myers Squibb CompanyStockSpouse$15,001 - $50,000
NTAPNetApp, Inc.StockSpouse$15,001 - $50,000
Aberdeen Ultra Short Municipal Income Fund Class AFundSpouse$50,001 - $100,000
IFFInternationa Flavors & Fragrances, Inc. Common StoStockSpouse$1,001 - $15,000
BMNBlackRock 2037 Municipal Target Term Trust CommonStockSpouse$15,001 - $50,000
Morgan Stanley Bank N.A.OtherSpouse$1,001 - $15,000
TIAA-CREFOtherSpouse$15,001 - $50,000
Vanguard Target Retirement Income FundFundSpouse$100,001 - $250,000
Vanguard Target Retirement 2030 FundFundSpouse$100,001 - $250,000
Vanguard Target Retirement 2060 FundFundSpouse$100,001 - $250,000
Vanguard Emerging Markets Stock Index Fund InstituFundSpouse$1,001 - $15,000
Vanguard Extended Market Index Fund InstitutionalFundSpouse$15,001 - $50,000
Vanguard Developed Markets Index Fund InstitutionaFundSpouse$1,001 - $15,000
Global Clean Energy Ishares ETFFundMember$15,001 - $50,000

How reports are read: holdings methodology.